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strong control of the government and its high approval rating are steadily raising the chance of suc
document IMAGES-011-HOUSE_OVERSIGHT_030845.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…g control of the government and its high approval rating are steadily raising the chance of success. We stay overweight Japanese equities and grow wary of the short yen trade, as capital inflows and rising growth expectations (chart of right) are ultimately bullish for the curren...

Again, Little Hodiaki says, 'George Bush to the Japanese Prime Minister,1991.'
document IMAGES-011-HOUSE_OVERSIGHT_030824.txt Nov 4, 2008 House Oversight Committee — Epstein Estate Records (Nov 2025)

Again, Little Hodiaki says, 'George Bush to the Japanese Prime Minister,1991.' Now furious, another student yells, 'Oh yeah? Suck this!' Little Hodiaki jumps out of his chair waving his hand and shouts to the teacher, "Bill Clinton, to Monica Lewinsky, 1997!' Now with almost m...

The winds of change should fill the sails of
document IMAGES-003-HOUSE_OVERSIGHT_014538.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…to continue, but we must stay vigilant to avoid the horns. US Equities EAFE Equities Eurozone Equities UK Equities Japanese Equities Emerging Market Equities Global Currencies Global Fixed Income Global Commodities Outlook | Investment Strategy Group 5 HOUSE_OVERSIGHT_01...

DXJ ETF shares outstanding remain at 3 year lows
document IMAGES-002-HOUSE_OVERSIGHT_014398.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…2015-1L7NOV20LE Source: Bloomberg 2016 Copyright® 2016 Bloomberg Finance L.P. L¥-Nov-20L6 14:07:06 YTD net foreigner Japanese Equity flows: Wi Last Price -57555.8 T High on 12/04/15 10157.7 > Average -39123.0 i Low on 09/23/16 -65860.9 Dec Mar Jun Sep 2015 2016 JSIHYTON Ind...

Japan Economics Viewpoint
document IMAGES-002-HOUSE_OVERSIGHT_014401.txt Nov 18, 2016 House Oversight Committee — Epstein Estate Records (Nov 2025)

…irection. Fiscal and monetary policy realigning For years Japan has oscillated between loose and tight fiscal policy. Japanese policymakers now seem to be on the same page and we see little risk of another policy error. If anything, we see upside risks from greater fiscal stimu...

how | fee/about this,’ but they’ re also saying, ‘My feelings should be
document IMAGES-003-HOUSE_OVERSIGHT_015418.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…ed a riff on prejudice: “Randy, it won’ t matter any more even if you are colored and I’ m Jewish, and even if Fritz is Japanese, and Wong is Greek, because then we’ re all gonna stick together—and beat up the Polacks.” My notion of a rape-in of legislators’ wives in order to im...

1) Upturn in inventory cycle: Defensives—Cyclicals
document IMAGES-002-HOUSE_OVERSIGHT_014400.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e (banks, insurance; Chart 3). However, we expect conditions to reverse into 2017. We see US Treasury yields rising and Japanese core CPI inflation recovering to +1.4% yoy by 2018 and core- core to +1.1% yoy. Stronger inflation and higher foreign yields should steepen the JGB yie...